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Sheets Smith Wealth Management’s Team TISI Stock Holding History

Sheets Smith Wealth Management’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-513
Closed -$201K – 305
2016
Q4 		$201K Buy
+513
New +$177K 0.06% 263

Other funds holding TISI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sheets Smith Wealth Management's TISI Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of Team (TISI) in Q1 2017, closing a stake of 513 shares — an estimated $201K sold.

Sheets Smith Wealth Management first reported a position in TISI in Q4 2016 and held it in 1 quarter. The position peaked at $201K in Q4 2016. 149 funds tracked by Wall St. Rank hold TISI as of Q1 2017.

  • Sheets Smith Wealth Management reported no remaining Team position as of Q1 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 513 Team shares in Q1 2017, an estimated $201K.
  • Sheets Smith Wealth Management first reported a position in Team in Q4 2016 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Team position peaked at $201K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held Team as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.